The Salesforce integration allows you to synchronize your data (contacts, leads and other objects) between Salesforce and Dialog Insight. The synchronization works in both directions. However, some restrictions apply for synchronizing contacts created in a DI project (see the diagram in the Prerequisites section).
Prerequisites
Structure of DI projects |
| You must first evaluate your needs. Depending on the data you want to synchronize, you may have to create more than one project. In the diagram, there are examples of supported types of projects and triggers. You could use a type A or B project (or both). Do you acquire contacts with DI (contact creation)? You must use a type B project to synchronize these new contacts toward Salesforce (thus creating these contacts in Salesforce). Next, you can synchronize these contacts from Salesforce to a type A project used for your communications.  |
Primary key and project's fields Every project must have a primary key (an ID to identify each contact and to ensure there are no duplicates). See the diagram to know which primary key is recommended depending on the project's type. Make sure you have the necessary fields to receive or send data. The format of the fields should be compatible with fields from Salesforce. Do not forget to build the tables after creating your project. |
Step 1: Configure the External Connectiononnexion externe
Start by going into the Third party connections list:
Click on Create a new third party connection: 
Select Salesforce as the source, give a name to your connection and click on See third-party service authorizations:
Click on Create an authorization:
Give a name to the authorization and click on Authorize access. When it is approved, click on Continue:
When it is done, select the authorization and click on Save.
Step 2: Install the Plugin
This step is not necessary for synchronizing data from DI to Salesforce. When installing the plugin, it is done on all the projects contained in your DI account.
Go to the edition of the third party connection you just created by clicking on Edit:
Click on the link to install the plugin:
You will have to log in to your account. If you have a previous version of the plugin, you will receive a notification for uninstalling it. You will have to reconfigure some settings in Salesforce you had done.
When you are asked
For the question "What if existing components names conflict with ones in this package?",
it is recommended to choose Do not install. For the authorized group of users, it is recommended to choose Install for all users:
When you are done choosing the options, click on Install.
Then, approve the Dialog Insight domain(s) you are currently using and click on Continue:
A confirmation will tell you the installation is complete (it may take several minutes):
Step 3: Add a Destination Project
For Salesforce to know which project to use to send or receive data, you must add Destination Project.
In Salesforce, go to DI Destination Projects, then click on New:
You must then fill in the required keys and click on Authorize.
These keys are available on the page Edit third party connection: 
If you have several projects, add each project as a Destination Project.
Step 4: Synchronize the Data
Next, follow instructions for each use case corresponding to your goal(s).
(including opt-ins)
Fill in the required information, click Save and then the + under Action:
Add fields for the Contact object of Salesforce that you want to use to receive data from your DI project, then click Save to confirm:
The email field is essential to synchronize your contacts from your project, which should normally have the email as its primary key. Now, go back to your DI project and click Add at the bottom of the Edit third party connection page:
Then, choose Contacts or Prospects, depending on the case:
You can include opt-ins in your synchronization. Your contact opt-ins will be synchronized to Salesforce (creating opt-in fields in Salesforce).
To add opt-ins to the synchronization, click Opt-ins:
Add opt-in(s) choosing from those in the list:
Go to Mapping:
Click Add mapping:
Start by mapping the primary key (normally email). Check the Primary key box. Type manually the name of the field according to its name in Salesforce:
Repeat the mapping for every field you want to synchronize.When you are done, click Activate:
Go back to External connections and click on Create a data integration:
Then, select the connection to use and check the operations that apply to your goals:
Click Activate when you are ready to synchronize your data.
In your Salesforce account, go to Data Transfers and click New:
Fill in the required information, click Save and then the + under Action:
Add fields for the Contact object of Salesforce that you want to receive data into your DI project, then click Save:
The id field is essential to synchronize your contacts/leads from Salesforce to the contact list of your project, which should normally have the id as its primary key (or a compatible custom field). Now, go back to your DI project and click Add at the bottom of the Edit third party connection page:
Then, choose Contacts or Prospects, depending on the case:
Go to Mapping:
Click Add mapping:
Start by mapping the primary key (normally id). Check the Primary key box. Type manually the name of the field according to its name in Salesforce:
Repeat the mapping for every field you want to synchronize.When you are done, click Activate:
Step 5: First manual import/export with a CSV file
Info coming soon...